Recent Discussions

Discussion List

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  [RESOLVED] 2/10/26: Freedom Credit Union PA returns FDP-102 error

  Closed Coach Jon 30 views 2 comments 0 points Most recent by Coach Natalie June 17Current Online Banking Issues
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  Option to include manually entered future transactions in account balance

  Active tenor.voce 46 views 1 comment -1 point Most recent by Coach Natalie June 17Feature Requests
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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 78 views 3 comments 3 points Most recent by Coach Natalie June 17Feature Requests
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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 190 views 4 comments 12 points Most recent by TexNolan June 17Feature Requests
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  duplicate transactions still showing

  nspi15 65 views 10 comments 0 points Most recent by nspi15 June 16Feedback
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  Add Spending Bubbles inside of each "Planned Spend" if there are sub-categories involved.

  Active msanders93 13 views 0 comments 1 point Started by msanders93 June 16 Feature Requests
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  Simplifi State Employee Credit Union - NC Balances Don't Match Bank Web Site (edited)

  techie001 24 views 3 comments 0 points Most recent by Coach Jon June 16Adding and Updating Accounts
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  [ONGOING] 6/2/26: Advancial FCU returns an FDP-105 error

  Coach Natalie 102 views 1 comment 0 points Most recent by Coach Jon June 16Current Online Banking Issues
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  [UPDATED] 2/18/26: FirstBank of Colorado returns an FDP-7500 error

  Announcement Coach Natalie 123 views 2 comments 0 points Most recent by Coach Natalie June 16Current Online Banking Issues
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  Ent Credit Union changed website and now returns FDP-108 (edited)

  beer052420 70 views 2 comments 0 points Most recent by beer052420 June 16Adding and Updating Accounts
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  Support Chatbot should allow case submissions after business hours (edited)

  Active EL1234 17 views 0 comments 1 point Started by EL1234 June 16 Feature Requests
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  Bank shows bill Paid and also Pending

  neon45 35 views 2 comments 0 points Most recent by neon45 June 15Adding and Updating Accounts
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  Voya Financial won't reconnect - "No eligible accounts found"/"You have already added all accounts"

  sburley 308 views 30 comments 0 points Most recent by Coach Natalie June 15Adding and Updating Accounts
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  For proper tax reporting, we need some additional tax forms

  Anycj 29 views 2 comments 0 points Most recent by Coach Natalie June 15Feedback
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  Saved Reports: Share your feedback here!

  Closed Coach Natalie 559 views 41 comments 1 point Most recent by Coach Natalie June 15Feedback
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  Net Worth Feature: Share your feedback here!

  Closed Coach Natalie 4.2K views 157 comments 1 point Most recent by Coach Natalie June 15Feedback
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  Ability to import a list of categories (edited)

  Anycj 24 views 2 comments 1 point Most recent by Coach Natalie June 15Feature Requests
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  Cash basis spending plan

  EFG 26 views 2 comments 1 point Most recent by EL1234 June 15Using the Spending Plan
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  Adding Cross Country Mortgage FDP-185/FDP-103 (edited)

  Gregory S. 68 views 8 comments 0 points Most recent by Coach Jon June 15Adding and Updating Accounts
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  iOS System Information Bar appears Black in Dark Mode (edited)

  housetr 115 views 16 comments 0 points Most recent by Coach Jon June 15Report a Bug
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  Add an automatic "Create Rule" prompt when editing transactions (edited)

  RobertoT 27 views 1 comment 1 point Most recent by Coach Natalie June 15Feature Requests
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  Net Worth: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.7K views 55 comments 103 points Most recent by SRC54 June 15Feature Requests
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  Retroactively update net worth

  dbtx 36 views 2 comments 3 points Most recent by Coach Natalie June 15Feedback
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 40 views 5 comments 0 points Most recent by Coach Natalie June 15Report a Bug for Quicken Business & Personal
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  [REOPENED] 5/15/26: Bank of America returns an FDP-105 error

  Announcement Coach Natalie 270 views 3 comments -1 point Most recent by Coach Natalie June 15Current Online Banking Issues
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  [ONGOING] 6/1/26: Randolph-Brooks FCU returns an FDP-106 error

  Coach Natalie 152 views 1 comment 2 points Most recent by Coach Natalie June 15Current Online Banking Issues
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  I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited)

  nganfield 39 views 3 comments 1 point Most recent by nganfield June 15Adding and Updating Accounts
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  Quicken Simplifi not importing investment data from Fidelity and Schwab (edited)

  Mely75 38 views 3 comments 0 points Most recent by SRC54 June 15Adding and Updating Accounts
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  Reports: Ability to see long date ranges in the graph without having to scroll (edited)

  djweizle 23 views 0 comments 1 point Started by djweizle June 15 Feature Requests
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  Ability to group the Bills / Income sections of the Spending Plan by Payee or Category (edited)

  Active EL1234 20 views 0 comments 1 point Started by EL1234 June 15 Feature Requests